MBL Wealth’s Comfort Systems FIX Stock Holding History

MBL Wealth’s Portfolio FIX Stock Details FIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$529K	Sell	267 -22	-8%	-$39.9K	0.04%	206
2026 Q1	$399K	Buy	+289	New	+$367K	0.03%	227

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MBL Wealth's FIX Position: Q2 2026 in Review

MBL Wealth reduced its Comfort Systems (FIX) stake by 7.6% in Q2 2026, selling an estimated $39.9K and leaving 267 shares worth $529K. The position accounts for 0.04% of the portfolio, ranked #206.

MBL Wealth first reported a position in FIX in Q1 2026 and has held it in 2 quarters since. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

MBL Wealth held 267 shares of Comfort Systems worth $529K as of Q2 2026.
MBL Wealth sold 22 Comfort Systems shares in Q2 2026, an estimated $39.9K.
Comfort Systems made up 0.04% of MBL Wealth's portfolio in Q2 2026, its #206 holding.
MBL Wealth first reported a position in Comfort Systems in Q1 2026 and has held it in 2 quarters since.
1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.